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Data Analyst/Power BI Specialist
Data Analyst/Power BI SpecialistWestern Mutual Insurance • Irvine, California, United States
Data Analyst / Power BI Specialist

Data Analyst / Power BI Specialist

Western Mutual Insurance • Irvine, California, United States
17 hours ago
Job type
  • Full-time
Job description

The Western Mutual Insurance Group has been providing excellent customer service to homeowners throughout the Southwestern United States for over 80 years. We are rated A (Excellent) by A.M. Best Company and have been named among the Top 50 Property Casualty Insurers in the country by Ward’s.

Our constant endeavor in employee relations is to maintain a well-trained, enthusiastic, and efficient group of employees who work together to make our business successful, thus enhancing the career goals of every employee.

We are seeking a motivated Data Analyst / Power BI Specialist to work onsite and who will work closely with management and departments to turn data into meaningful insights. You will build reports and dashboards using Power BI, support data collection / cleaning activities, and help drive data-informed decisions across the business.

Key Responsibilities

  • Develop, maintain and enhance interactive dashboards and visualizations in Power BI to support key business functions : underwriting performance, claims and marketing trends, loss ratios, expense analysis, policy-holder reporting.
  • Extract, transform, and load (ETL) data from multiple internal sources (policy system, claims system, marketing, ERP / finance) into analytical datasets.
  • Write and optimize SQL queries (or equivalent) to support reporting and analytics.
  • Ensure data quality, consistency and integrity : identify anomalies, collaborate with data / IT teams to remediate.
  • Work with business stakeholders to understand reporting needs, translate them into technical requirements and deliver actionable insights that empower data driven decisions.
  • Create / adapt KPI frameworks and metrics (e.g., combined ratio, claim frequency / severity, retention / renewal rates).
  • Present findings in a clear and compelling way to non-technical audiences; support decision-making across departments.
  • Ad hoc analyses : trend analysis, segmentation, benchmarking, scenario modelling.
  • Document data definitions, metadata, and maintain documentation including user training materials on dashboards and analytics tools.

Required Qualifications

  • Bachelor’s degree in Data Science, Statistics, Computer Science, Business Analytics, or a related quantitative field (or equivalent work experience).
  • 2-5 years of experience in a data-analysis or business-intelligence role; ideally with insurance or financial services exposure.
  • Proficiency in Power BI : building dashboards, data modelling, DAX, data refresh schedules.
  • Strong SQL skills and experience working with relational databases.
  • Solid analytical and problem-solving skills, comfortable working with large / complex datasets.
  • Good business acumen – able to partner with underwriting, claims, finance and operations stakeholders.
  • Excellent communication and presentation skills; able to translate technical results into business insights.
  • Detail-oriented and capable of ensuring data accuracy and reliability.
  • Preferred Qualifications

  • Experience in property & casualty insurance (underwriting, claims, insurance accounting, actuarial).
  • Familiarity with insurance metrics (loss ratios, retention, premium growth, loss development) and regulatory / reporting requirements.
  • Familiarity with other BI / analytics tools (Power Query, Python / R) and experience with cloud data platforms (Azure, AWS).
  • Certification in Power BI or data analytics.
  • Experience with statistical modelling or predictive analytics would be a plus.
  • We offer a competitive salary and a full benefits package including, 401k Plan, Profit Sharing Plan and Bonus Plan.

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